@Convertbond

NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport

 New York, NY
linktr.ee/lawrencegmcdonald
Joined March 2009
  • Tweets91.7K
  • Following13.9K
  • Followers145K
6.8KMedia
Got Hard Assets? It's Happening - Financial Repression Breaking - LONG-TERM US YIELDS DROP ON TREASURY PLANS TO BOOST BUYBACKS - Bloomberg
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Lawrence McDonald retweeted
Kieran Goodwin
@kieranwgoodwin13h
Elon says neoclouds execution risk is very real. Some neoclouds will prove to be operators and some will be exposed as promoters. The unsecured bonds have capped upsides and IMO close to zero in a bankruptcy so market is demanding high yields. Big dispersion = higher yields
Elon Musk
@elonmusk14h
Replying to @firstadopter
Only if they can get their compute online and reliable, which is extremely difficult to do at scale
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Quick update - a few things you need to know right now. CIO level Ideas Dinner - Special thanks to Astrid & Gaston! An outstanding venue.
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Credit - Leads - Equities: Markets are speaking - Loan market stress is building / see CLO equity players like Oxford Lane. Ladies and gentlemen, pay attention.
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Brent, days > $100 2026: 115 2008: 162 Grok data
Lisa Abramowicz
@lisaabramowicz1Oct 20
Oil traders are increasingly pricing the battle over the Strait of Hormuz as the new normal. Futures contracts for brent crude in December 2027 are now close to $90 a barrel, the highest ever and a sharp departure from even a month ago.
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Looking down the road ahead. Special thanks to StoneX for hosting us in Lima, Peru this week. Pension funds, family offices, some of Latam’s best. Gratitude 🙏
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So many lessons in here - A great Christmas gift for that someone special. Pick up these two today on Amazon! Worth more than a few years at Harvard Business School :)
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Fiscal Overdosing + A Multipolar World + AI Capex Overdosing + Reshoring =
Lyn Alden
@LynAldenContactOct 20
Not great.
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Who are the Enron, Tyco, Adelphia, Sunbeam, Worldcom, and Lucent of this cycle?
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WH Sr. Adviser Hassett: Inflation looks like it's back and needs some work. *From 2012-2020 (the Lost World), the highest year-over-year inflation print was 2.9%, vs. 3.7% in last week's CPI data.
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ANTHROPIC PROPOSES AI SAFETY BILL TO LAWMAKERS: POLITICO *Translation -- We are worried about our spineless MOAT, so we need help from Washington to keep cheap China / Asia AI out of the USA.
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Important color from this week’s CIO level Ideas Dinner in NYC, special thanks to the Harvard Club for hosting a UMass guy. Software $IGV ETF off -5% today - After weaker (potentially disruptive) incoming data, many fortune 500 companies (like Goldman) are moving away from “frontier models” in favor of a portfolio of cheaper open source plays. Alert - Anthropic needs to juice their forward looking revenue - Pollyannish outlook - into the (expected) November IPO, software names have a target 🎯 on their back. cc @chamath @RealJimChanos @jimwpaulsen @nfergus @andrewrsorkin @RaoulGMI
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Shot last week, @MichelleMakori is ALWAYS a few steps ahead.
Miles Franklin Precious Metals
@MilesFranklinCoOct 15
Rate cuts by early 2027? Larry McDonald @Convertbond argues the Fed can’t sustain rate hikes amid $1.1 trillion in government debt interest and mounting consumer stress. He sees a potential shift toward rate cuts and opportunities in gold, silver, REITs, and utilities. Watch the full interview on The Real Story with @MichelleMakori. YouTube Link in the replies.
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Lawrence McDonald retweeted
Julia La Roche
@JuliaLaRocheOct 15
Now live! youtu.be/wX5_Subb9DQ?is=ZTB9…

Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t...

New York Times’ bestselling author Larry McDonald, founder of The B...

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A Multipolar World + $2T deficets in the USA + $2T AI Capex = Producer Prices - Business Level Inflation In Q1 / Q2, the BCOM vs. PPI divergence was striking; now the jaws are closing. - Bloomberg Terminal data.
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Dead money forever - clown show.
Heisenberg
@Mr_DerivativesOct 14
I like how $NVDA took forevvvvvver to hit a new ATH just 7 days ago and instantly goes into a technical correction literally right afterwards. Lol
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Demand destruction in one image ??
Anna Wong
@AnnaEconomistOct 14
Amazing. Back to pre CPI. Hats off to all you rates traders out there.
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Don’t fight the Fed.
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A must read, perfect timing Robin.
Robin Wigglesworth
@RobinWiggSep 29
🎇 Happy US publication day to A FABULOUS DEBT! 🎇 The working title of the book was The Greatest Show on Earth: An Affectionate Biography of the Bond Market, which probably sums up my feelings about the subject.
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CIOs, Family Office, Portfolio Managers, For a recap of this week’s standout ideas (reach out to our team) - looking down the road ahead - markets are speaking.
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Outstanding ideas lunch today in Greenwich, CT - high impact events are coming at us. Don’t miss out — [email protected] for more.
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